Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.557 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47558.41 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46160.42 Kr¶
PnL: ---------------------------------------> -728.15 Kr¶
DD now: ---------------------------------> -2.203 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 15:37:33.283441'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.880000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| HMS Networks | 2 | -0.860000 | 784.000000 | 111.000000 | 16.490000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.880000 | 3514.220000 | 60.220000 | 1.740000 | 3453.999992 |
| SAAB B | 8 | -0.350000 | 3431.200000 | 54.200000 | 1.600000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.670000 | 400.200000 | 45.200000 | 12.730000 | 355.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 2.300000 | 607.420000 | 33.420000 | 5.820000 | 573.999998 |
| Boozt | 12 | 0.860000 | 1686.000000 | 32.000000 | 1.930000 | 1653.999996 |
| Corem Property Group B | 59 | 0.590000 | 602.390000 | 25.390000 | 4.400000 | 576.999999 |
| Swedbank A | 3 | 2.240000 | 588.750000 | 24.750000 | 4.390000 | 564.000000 |
| AcadeMedia | 12 | 0.250000 | 580.080000 | 23.080000 | 4.140000 | 557.000004 |
| Intrum | 4 | -0.290000 | 543.200000 | 16.200000 | 3.070000 | 527.000000 |
| OEM International B | 7 | -0.380000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Securitas B | 6 | 1.400000 | 584.160000 | 14.160000 | 2.480000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.720000 | 253.440000 | 7.440000 | 3.020000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.070000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Handelsbanken A | 5 | 0.420000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Midsona B | 63 | -0.220000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| CTEK | 13 | -3.310000 | 513.110000 | -20.890000 | -3.910000 | 533.999999 |
| International Petroleum Corp. | 5 | 3.890000 | 573.500000 | -21.070000 | -3.540000 | 594.565215 |
| Essity B | 2 | -1.380000 | 541.600000 | -32.400000 | -5.640000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -0.730000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.940000 | 3682.000000 | -129.000000 | -3.380000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.740000 | 2823.600000 | -147.400000 | -4.960000 | 2971.000006 |
| OX2 | 18 | 1.650000 | 1441.800000 | -222.200000 | -13.350000 | 1663.999992 |
| Axfood | 13 | 0.450000 | 3484.000000 | -272.000000 | -7.240000 | 3756.000001 |
| Ovzon | 52 | 0.750000 | 2797.600000 | -564.400000 | -16.790000 | 3361.999992 |
| TOTAL | 46160.420000 | -728.150000 | -2.20334% | 46888.564618 |
Updated:¶
'2023-01-27 15:37:46.784825'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
